Wealth Management Advisor - Paul Andrews International - Houston, TX

Wealth Management Advisor - Paul Andrews International - Houston, TX -

We’re a full-service recruiting agency specializing in monetary providers. Considered one of our premier shoppers is looking for a extremely motivated, achievement-pushed advisor who needs the chance to work with an present ebook of shoppers at one of many nation’s main monetary providers companies. You’ll be a part of a prime, nicely-revered firm that gives:

• Aggressive base wage with limitless incomes potential and complete advantages.


• In depth coaching, help, and dealing intently with higher management.


• Development/management alternatives.


• Working with a tremendous group of people which are enthusiastic about success.


• Capacity to take part in service alternatives with American Purple Cross, Habitat for Humanity, Particular Olympics and United Means.

Job Description:

• Present info/schooling to shoppers concerning the function and particulars of monetary merchandise, providers and methods.


• Work with shoppers utilizing a consultative strategy so as to study shopper wants, objectives, preferences and prior experiences.


• Strengthen the shopper relationship and increase present shopper pockets share by way of efficient presentation of funding services.


• Comply with-up on leads despatched by numerous enterprise companions and function a single level of entry for all the shopper’s wants and wishes.


• Necessities: Outcomes-pushed, extremely motivated, self-starter who possesses integrity, a robust work ethic and the will to assist others plan for and shield their monetary futures.


• Group participant who possesses wonderful interpersonal expertise and communication talents, with a excessive diploma of self-confidence.


• Confirmed potential to develop robust relationships with shoppers, prospects and enterprise companions in any setting.


• Understanding of present regulatory necessities within the monetary business.


• Have to be approved to work in the USA


• MUST maintain Collection 7 and 63 licenses

Questions?
Jared Heiner
Director, Paul Andrews International
626.803.2717

Job Sort: Full-time

Required expertise:

• Monetary Providers: 2 years

Required license or certification:

• Collection 7 and Collection 63

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